Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,951 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY Service code 26 · EIN 58-2099805 | Advisory (Participants) | $9,429 |
CARPENTER MORSE GROUP1+ years Service code 15 · EIN 81-4636200 | Recordkeeping | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,377 | $38,969-45.1% | $109,313-80.4% | $55,167-61.2% |
| Participation rate | 37.7% | 58.2%-20.5pp | 71.3%-33.5pp | 69.0%-31.3pp |
| Annual return | 6.43% | 8.26%-1.8pp | 22.07%-15.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $328 | $1,227-73.3% | $3,892-91.6% | $1,963-83.3% |
| Participant deferral / active EE | $960 | $2,176-55.9% | $3,166-69.7% | $3,054-68.6% |
| Admin fee / account holder | $248 | $501-50.5% | $5,666-95.6% | $504-50.8% |